Secure Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Secure Asset Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.44M	Sell	6,591 -8	-0.1%	-$2.86K	0.34%	78
2026 Q1	$2.12M	Sell	6,599 -499	-7%	-$167K	0.34%	82
2025 Q4	$2.38M	Buy	7,098 +643	+10%	+$214K	0.37%	72
2025 Q3	$2.13M	Sell	6,455 -686	-10%	-$217K	0.35%	74
2025 Q2	$2.17M	Buy	7,141 +1,193	+20%	+$336K	0.4%	68
2025 Q1	$1.63M	Buy	5,948 +372	+7%	+$108K	0.33%	99
2024 Q4	$1.62M	Buy	5,576 +1,704	+44%	+$497K	0.25%	102
2024 Q3	$1.1M	Buy	3,872 +2,602	+205%	+$710K	0.18%	124
2024 Q2	$340K	Sell	1,270 -2,117	-63%	-$548K	0.06%	211
2024 Q1	$880K	Sell	3,387 -652	-16%	-$161K	0.21%	108
2023 Q4	$958K	Sell	4,039 -25	-0.6%	-$5.53K	0.26%	95
2023 Q3	$863K	Buy	4,064 +2,559	+170%	+$566K	0.26%	100
2023 Q2	$332K	Sell	1,505 -1,746	-54%	-$364K	0.1%	138
2023 Q1	$664K	Buy	3,251 +317	+11%	+$63.5K	0.22%	102
2022 Q4	$561K	Buy	2,934 +4	+0.1%	+$771	0.2%	111
2022 Q3	$526K	Buy	2,930 +1,393	+91%	+$278K	0.29%	65
2022 Q2	$290K	Sell	1,537 -468	-23%	-$96.2K	0.16%	118
2022 Q1	$457K	Buy	2,005 +116	+6%	+$26.1K	0.21%	95
2021 Q4	$456K	Buy	1,889 +492	+35%	+$116K	0.18%	93
2021 Q3	$310K	Sell	1,397 -1,283	-48%	-$293K	0.15%	121
2021 Q2	$597K	Buy	2,680 +292	+12%	+$63.4K	0.3%	60
2021 Q1	$494K	Sell	2,388 -103	-4%	-$20.8K	0.27%	78
2020 Q4	$485K	Buy	2,491 +91	+4%	+$16.6K	0.29%	73
2020 Q3	$409K	Sell	2,400 -249	-9%	-$41.9K	0.28%	80
2020 Q2	$415K	Buy	2,649 +4	+0.2%	+$590	0.29%	89
2020 Q1	$341K	Sell	2,645 -204	-7%	-$31.5K	0.37%	67
2019 Q4	$466K	Buy	+2,849	New	+$446K	0.33%	79

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Secure Asset Management's VTI Position: Q2 2026 in Review

Secure Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.12% in Q2 2026, selling an estimated $2.86K and leaving 6,591 shares worth $2.44M. The position accounts for 0.34% of the portfolio, ranked #78.

Secure Asset Management first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Secure Asset Management held 6,591 shares of Vanguard Morningstar Total Stock Market ETF worth $2.44M as of Q2 2026.
Secure Asset Management sold 8 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.86K.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Secure Asset Management's portfolio in Q2 2026, its #78 holding.
Secure Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.